| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 358 | $26,359.68 | $26,083.88 | -$275.8 | -1.05% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,695 | $202,879.6 | $195,360.55 | -$7,519.05 | -3.71% |
| JB Joel Blattner Avaii Wealth Management LLC | 4,400 | $239,532.34 | $320,408 | $80,875.66 | 33.76% |
Timothy J. Landolt Endowment Wealth Management Inc. | 6,358 | $402,885.34 | $462,925.98 | $60,040.64 | 14.9% |
Candace Cavalier Congress Wealth Management LLC / DE / | 39,119 | $2.15M | $2.85M | $694,512.7 | 32.27% |
Jacob B. Rue Shore Point Advisors LLC | 14,212 | $874,565.35 | $1.03M | $157,510.09 | 18.01% |
| RM Robert Macaulay Jmac Enterprises LLC | 160,573 | $9.69M | $11.72M | $2.03M | 20.93% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 12,624 | $662,446.02 | $916,754.88 | $254,308.86 | 38.39% |
Clint Dunn Beaird Harris Wealth Management LLC | 115 | $8,657.2 | $8,312.77 | -$344.43 | -3.98% |
Penny A. Phillips Journey Strategic Wealth LLC | 36,631 | $1.99M | $2.65M | $656,977.8 | 32.98% |
Kathryn Brown Morton Brown Family Wealth LLC | 5,400 | $294,678 | $391,365 | $96,687 | 32.81% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 5,358 | $298,323.66 | $390,062.4 | $91,738.74 | 30.75% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,148 | $294,678.9 | $374,877.36 | $80,198.46 | 27.22% |
| EM Erin Mccann Simplicity Wealth LLC | 17,531 | $1.32M | $1.28M | -$43,301.57 | -3.28% |
Michael Byun SageView Advisory Group LLC | 9,930 | $622,722.46 | $718,435.5 | $95,713.04 | 15.37% |
Mark Fiskio Empirical Asset Management LLC | 3,118 | $201,828.14 | $225,977.05 | $24,148.91 | 11.97% |
Benjamin Cauley Carr Financial Group Corp. | 22,913 | $1.26M | $1.67M | $407,296.16 | 32.3% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 56,668 | $3.56M | $4.13M | $565,877.28 | 15.89% |
Rachel Faulk Cape Investment Advisory Inc. | 8 | $602 | $583.92 | -$18.08 | -3% |
Jill Grimes Centurion Wealth Management LLC | 3,732 | $276,355 | $270,756.6 | -$5,598.4 | -2.03% |